Reporting

Sales reporting:
Sales reports are the lifeblood of every marketing and distribution operation, providing key performance indicators that monitor performance and provide an array of vital information for setting sales goals, enhancing sales and improving operational efficiency.

Standard features

Sales figures are automatically categorized according to product group or category

Sales by Product group reports enable "drill-down" to source detail (invoice/order) for any period

Summaries by customer, location or salesperson offer fast "drill-down" to source detail

Sixty (60) months of summary data can be maintained, enabling exceptional needs forecasting

Graphical comparisons are provided through a secure web portal

Comparative figures for customer to all customers, salesman to all salesmen, sales location to all

Period to year to date comparisons with "common-size" ratio analyses

Sixty months of sales history for every item can be maintained on-line

Analyses by salesman, salesman by customer with comparisons and graphs

Quantity or dollar sales figures and profitability are always available for any historical period with grouping by customer, product group, sales rep and location

Custom reports can be defined

Data can be exported as CSV files for analysis using your favorite desk-top tools

Data warehouse provisions provides extensive slice and dice options for analysis

Ratio analysis by customer for MTD and YTD: Average invoice, Average Line item, % of sales

Multiple commission tiers support pre-defined commission rates, quota and bonus levels

Multiple sales personnel can be assigned to a customer based on territory or product line